+1,408.5%
LITE vs NVDL
+356.3%
+1,052.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -8.7% | +19.4% | +14.0% |
| 7D | -12.9% | -23.4% | +10.5% | -3.4% |
| 30D | -46.0% | -41.3% | -4.7% | -33.3% |
| 3M | -33.0% | -40.6% | +7.6% | -18.0% |
| 6M | -34.0% | -39.8% | +5.8% | -20.3% |
| YTD | +61.7% | -26.2% | +88.0% | +78.0% |
| 1Y | +148.3% | -30.0% | +178.3% | +178.9% |
| 3Y | +1,408.5% | +364.0% | +1,044.5% | +883.8% |
| All | +1,408.5% | +356.3% | +1,052.2% | +883.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVDL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling